The Analyst role involves overseeing middle office operations, collaborating with stakeholders, managing projects, and ensuring compliance in asset management.
Job Description
Are you ready to shape the future of asset management? Join a team where your ideas and expertise drive innovation and growth. You'll collaborate with professionals from diverse backgrounds, deepen your market knowledge, and take ownership of impactful projects. We value your development and offer opportunities for career advancement in a supportive, inclusive environment. Be part of a team that celebrates partnership, learning, and success.
As an Analyst in the Asset Management Middle Office team, you will collaborate with internal business and tech partners, global and regional functions, and external vendors and counterparties. You will encompass end-to-end middle office operations, including trade management, Investment Book of Record (IBOR), and vendor oversight. You will support the Front Office with Start of Day checks and Cash Management, ensuring close coordination with portfolio managers, dealers, brokers, operations teams, custodians, and service vendors for updates, issue follow-ups, and escalations. Additionally, you will lead and coordinate projects and changes to support business growth and process enhancements.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Are you ready to shape the future of asset management? Join a team where your ideas and expertise drive innovation and growth. You'll collaborate with professionals from diverse backgrounds, deepen your market knowledge, and take ownership of impactful projects. We value your development and offer opportunities for career advancement in a supportive, inclusive environment. Be part of a team that celebrates partnership, learning, and success.
As an Analyst in the Asset Management Middle Office team, you will collaborate with internal business and tech partners, global and regional functions, and external vendors and counterparties. You will encompass end-to-end middle office operations, including trade management, Investment Book of Record (IBOR), and vendor oversight. You will support the Front Office with Start of Day checks and Cash Management, ensuring close coordination with portfolio managers, dealers, brokers, operations teams, custodians, and service vendors for updates, issue follow-ups, and escalations. Additionally, you will lead and coordinate projects and changes to support business growth and process enhancements.
Job responsibilities
- Oversee the IBOR to ensure any securities and cash position discrepancies are identified and escalated to the Portfolio Managers in a timely manner
- Collaborate with various stakeholders (portfolio managers, trading desk, business management, compliance, controls, risk, client service, operations, internal and external service providers) to design and drive comprehensive solutions that meet business requirements
- Partner with Client Onboarding Management teams to set up new products and design new operating models
- Oversee offshored and outsourced activity whilst ensuring performance and service levels are met
- Keep informed of market and regulatory changes impacting the businesses and ensure processes/controls are in place to support changes
- Manage projects and initiatives, such as process improvement, business model changes, system implementation, new product or new market initiatives rollouts, and other ad hoc projects
- Ensure that a highly robust 1st line control framework is put in place to avoid and mitigate trading and settlement risks
Required qualifications, capabilities, and skills
- Bachelor's Degree
- Ability to work in a fast-paced and hybrid environment, a "can do" attitude and the willingness to learn new applications in an ever-changing environment
- Excellent interpersonal and communication skills
- A strong team player, passionate, detail-minded and keen to develop career in Asset Management industry
- Excellent in excel and proficiency in Microsoft Office applications
Preferred qualifications, capabilities, and skills
- Relevant experience in Middle Office or Operations is an advantage
- Prior experience in Asset Management industry will be a plus
- Fluency in Mandarin is preferred
- Hold Chartered Financial Analyst (CFA) will be beneficial
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Excel
MS Office
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